First Trust Indxx Glbl Natrl Res Inc ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
First Trust Indxx Global Natural Resources Income ETF FTRI
Morningstar’s Analysis FTRI
Will FTRI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FTRI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FTRI’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Freeport-McMoRan Inc | 11.71 | 16M | Basic Materials |
Corteva Inc | 10.14 | 14M | Basic Materials |
Agnico Eagle Mines Ltd | 8.21 | 11M | Basic Materials |
Nutrien Ltd | 6.47 | 9M | Basic Materials |
American Water Works Co Inc | 4.28 | 6M | Utilities |
Bunge Global SA | 4.14 | 6M | Consumer Defensive |
Zijin Mining Group Co Ltd Class H | 3.94 | 5M | Basic Materials |
CF Industries Holdings Inc | 3.58 | 5M | Basic Materials |
Weyerhaeuser Co | 3.54 | 5M | Real Estate |
International Paper Co | 3.54 | 5M | Consumer Cyclical |
United States